Hiring in locations- St. Petersburg, Florida, Cedar Rapids, Iowa and Plano, Texas. This is an ONSITE position; remote opportunities are not available.Overview The Customer Care Representative is responsible for handling inbound phone inquiries primarily relating to Variable Annuity and Variable Life Insurance products. It represents the organization in a personable and professional manner when assisting client’s customers with their service inquiries. This position requires candidates to obtain FINRA Series 6 Licensing and Registration within 3 months of hire. Candidates are eligible for fixed and variable bonus components as part of the compensation package being offered. Responsibilities
Handle inbound service inquiries relating to Variable Annuity and Variable Life insurance products, varying from general questions, such as providing policy information, values, how to process transactions for withdrawals, loans, fund transfers, etc. to complex service requests. A typical day would be to respond to approximately 30+ inbound calls per day.
Collaborate with other operation departments to complete customer requests as needed to provide a first call resolution and positive customer experience.
Consistently meet and exceed goals relating to quality, productivity, and net promoter score metrics.
Work in a fast pace, structured environment.
Qualifications:
Two years’ experience in high call volume, complex inbound call center with a focus on financial services.
Superb written and verbal communication skills with ability to respond professionally under pressure.
Advance computer skills demonstrated strength with navigating multiple systems. Advanced experience in Microsoft tools.
Flexibility to work any shift between 8:00 a.m. ET- 7:00 p.m. ET Monday through Friday.
Sound judgment and excellent problem-solving skills.
FINRA Series 6 registration within 3 months of Hiring. Any other Series Licenses will not be sponsored, including dual registration with other Broker/Dealers and conflicting outside business activities, such as sales of any Life Insurance or Securities products.
Preferred Qualifications
Associates degree preferred • General understanding of life and health insurance, annuity and investment products.
Prior experience in CRM software, such as Salesforce or Zendesk
Ability to speak a second language
Behavioral Competencies
Ability to maintain confidentiality of customer and company information.
Ability to work independently, be solutions focused and be accountable for work.
Ability to work in a team environment to develop integrity, trust and respect of coworkers at all level
Exceptional, professional and adaptive verbal and written communication skills
